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Author Topic: work flow enforcement  (Read 696 times)

Duncan

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work flow enforcement
October 08, 2011, 02:42:08 pm
Hi,

I finally got civiCase installed and tried to test out my project.

At this point, the civiCase doesn't seems to do what I wanted. But I would like to confirm with users here before I try the development route.

I am trying to develop a system that will handle a scholarship for dual enrollment (i.e. High school students that taking college courses) students. The general work flow is like this:
1.  HS-Students apply
2.  HS-Counselors approved and provided, say GPA.
3.  Our-Coordinator validate HS approval before enable for colleges to see their cases.
4.  College-Registrar looked at the case and provided, say credits hours.
5.  Our Coordinator approve the case and award the scholarship.

After playing with the civiCase, it seems to me, I can't really implement it with civiCase:
1.  To reduce the workload, we can setup so that student can open a case.
2.  But it seems that we can't have the civiCase to automatically assign the appropriate HS-counselor to the HS-counselor approval activity so that when the HS-counselor log in, he can see it in 'my case'.
3.  After HS-counselor provided the needed information and mark the 'HS-Counselor approval' activity to complete, we can't have the civiCase to automatically assign Our-Coordinator to the ''Validate HS approval' activity so that, when log in, Our-Coordinator can see it in 'my case.'.
... etc.

It seems to me civiCase is designed in such an open way that there is no way to enforce what have to be done first and it rely on human to assign individuals to activities. Is this correct? Or if I am missing something?

Also, does anyone know if there are other software that might be able to implement my project?

Thanks.

Duncan











demeritcowboy

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Re: work flow enforcement
October 11, 2011, 07:16:27 pm
For #2 and #3 it seems like this wouldn't be too difficult using a hook, probably postProcess. i.e. check the activity type being saved and update records as appropriate.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • work flow enforcement

This forum was archived on 2017-11-26.